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Learn about certification in another territory

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:


 

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Financial Planner Blog

Global Financial Literacy: What to do about the Uneducated Public

Mukesh Dedhia, CFP, India

By Mukesh Dedhia, CFP

It is established that it is impossible to succeed in the modern world without the ability to read and write (literacy), so, based off that assumption, it would be impossible to succeed in the present-day financial system without knowing the abc’s of economics and finance (financial literacy). Individuals spend about 25 years of their life or more to gain knowledge in their respective profession.

Continue reading Global Financial Literacy: What to do about the Uneducated Public

Financial Education = Happier People

Junesoo Chang, CFP

By Junesoo Chang, CFP

Everyone agrees that personal financial stability is a necessary condition for happiness in life. Unfortunately, no one can learn how to attain financial stability in school, because formal education pays little attention to the topic. Even after graduation there is little chance to learn it readily. One of the reasons may be that achieving one’s financial goals is an on-going process that can last for an entire lifetime. It cannot be taught in one sitting.

Continue reading Financial Education = Happier People

Financial Planning Literacy: Q&A with Taylor Liao, CFP

Q: If consumers knew more about financial planning, do you think they would be seeing planners/advisors?

A: The most difficult thing in the way of developing the financial planning profession is that the public isn’t aware of the necessity of planning in their lives. Financial planning literacy will help them to have a basic knowledge of financial planning.

Continue reading Financial Planning Literacy: Q&A with Taylor Liao, CFP

Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community

By Michael Snowdon, CFP

FPSB’s Financial Planner Code of Ethics and Professional Responsibility creates the foundation for CFP professionals. Principle number 1 – Client First – is the cornerstone of that document. Here is what it says:

Place the client’s interest first. Placing the client’s interests first is a hallmark of professionalism, requiring the financial planning professional to act honestly and not place personal gain or advantage before the client’s interests.

Continue reading Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community